-29.8%
KKR vs MTZ
+26.3%
-56.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.1% |
| 7D | -6.2% | +1.4% | -7.5% | -6.3% |
| 30D | -8.9% | -14.5% | +5.6% | -7.8% |
| 3M | +6.3% | -32.9% | +39.2% | +8.3% |
| 6M | +16.5% | -20.8% | +37.3% | +15.0% |
| YTD | -20.3% | +10.6% | -30.9% | -27.0% |
| 1Y | -29.8% | +27.1% | -56.9% | -38.1% |
| All | -29.8% | +26.3% | -56.1% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling